Senior UHNW Wealth Planner

CI Financial; Portland (OR); On-site; USD 114,000 - 185,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plan options

Dental, Vision & Life Insurance

Employer paid Disability Insurance

Paid Maternity & Parental Leave

Flexible Spending Accounts / Health FS

Commuter & Transit FSA

Training Reimbursement

Paid Professional Designations

Job summary

Corient in Portland, OR seeks an experienced Senior Wealth Planner to serve as the planning expert for high-net-worth clients and lead complex wealth strategies. You will collaborate with wealth advisors, present sophisticated concepts clearly, and drive opportunities for comprehensive planning engagement.

The role requires CFP designation and extensive experience in tax and estate planning for families with $10M+ in investable assets.

Qualifications

• Bachelor’s degree and CFP designation required.
• Experience advising families with $10M+ investable assets.
• Deep expertise in tax planning, estate planning, and multigenerational wealth transfer strategies.
• Experience collaborating with estate attorneys, CPAs, and other external professional advisors.
• Proficiency with financial planning software (eMoney, Holistiplan, Vanilla).
• Strong communication, presentation, and client relationship skills.
• Strong organizational skills, multitasking, accuracy, service-minded, and meticulous attention to detail.

Responsibilities

• Serve as subject matter expert for complex wealth planning for HNW/UHNW clients.
• Lead planning discussions and present sophisticated concepts to clients.
• Partner with Wealth Advisors and support business development.
• Mentor and coach junior planners; contribute to thought leadership.
• Identify planning opportunities to review with clients.

Skills

Advanced financial planning

Client engagement

Presentation to clients

Education

Bachelor’s degree

CFP designation

Other advanced credentials valued (CPA/JD/CPWA/CTFA)

Tools

eMoney

Holistiplan

Vanilla

Job description

Corient in Portland, OR seeks an experienced Senior Wealth Planner to serve as the planning expert for high-net-worth clients and lead complex wealth strategies. You will collaborate with wealth advisors, present sophisticated concepts clearly, and drive opportunities for comprehensive planning engagement.

The role requires CFP designation and extensive experience in tax and estate planning for families with $10M+ in investable assets.